GHL Workflow Settings

Configure GoHighLevel automation workflows for tester follow-ups.

Setup Instructions

To enable automated 2-day check-in and 7-day feedback request emails/SMS for new testers, you need to create two workflows in GoHighLevel and configure their IDs as environment variables.

Step 1: Create workflows in GHL

  1. Log into GoHighLevel → CartGuard 360° subaccount
  2. Go to Automation → Workflows
  3. Create a workflow named "CartGuard 360° - 2-Day Check-In"
  4. Set trigger: Contact Created (or use the API trigger)
  5. Add a 2-day wait step, then send email/SMS asking for first impressions
  6. Create another workflow named "CartGuard 360° - 7-Day Feedback Request"
  7. Set trigger: Contact Created (or use the API trigger)
  8. Add a 7-day wait step, then send email/SMS requesting full feedback survey

Step 2: Get the workflow IDs from the table below

Copy the workflow IDs for your two new workflows from the table below.

Step 3: Set environment variables

In the Manus project Settings → Secrets, add:

  • GHL_WORKFLOW_2DAY_ID = <workflow ID for 2-day check-in>
  • GHL_WORKFLOW_7DAY_ID = <workflow ID for 7-day feedback>

Important: Workflow Trigger Type

When adding a contact to a workflow via API, the workflow trigger should be set to "Contact Created" or "API Trigger" in GHL. The workflow will start immediately when the contact is added via the API. Use Wait steps inside the workflow to delay the 2-day and 7-day messages.

Available GHL Workflows
All workflows in your CartGuard 360° GHL subaccount. Copy the ID of the workflow you want to use.
Current Workflow Configuration
Environment variables controlling which workflows are triggered on new tester registration
GHL_WORKFLOW_2DAY_IDSet in Manus Secrets → GHL_WORKFLOW_2DAY_ID
GHL_WORKFLOW_7DAY_IDSet in Manus Secrets → GHL_WORKFLOW_7DAY_ID

Once set, these workflows will be automatically triggered for every new tester who registers via QR code.